Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,712
Closed -$95K 366
2024
Q2
$95K Buy
2,712
+15
+0.6% +$525 0.03% 158
2024
Q1
$81.5K Buy
2,697
+14
+0.5% +$423 0.03% 167
2023
Q4
$80.7K Buy
2,683
+15
+0.6% +$451 0.03% 161
2023
Q3
$68.6K Buy
2,668
+13
+0.5% +$334 0.03% 156
2023
Q2
$81.5K Buy
2,655
+13
+0.5% +$399 0.04% 141
2023
Q1
$77.5K Buy
2,642
+15
+0.6% +$440 0.04% 141
2022
Q4
$70.6K Buy
2,627
+14
+0.5% +$376 0.04% 142
2022
Q3
$65.1K Sell
2,613
-295
-10% -$7.35K 0.04% 135
2022
Q2
$95.3K Buy
2,908
+23
+0.8% +$754 0.05% 115
2022
Q1
$105K Buy
2,885
+10
+0.3% +$363 0.05% 120
2021
Q4
$108K Sell
2,875
-361
-11% -$13.6K 0.05% 125
2021
Q3
$88.5K Sell
3,236
-88,169
-96% -$2.41M 0.05% 116
2021
Q2
$3.03M Buy
91,405
+88,406
+2,948% +$2.93M 0.12% 57
2021
Q1
$95.2K Buy
2,999
+11
+0.4% +$349 0.06% 90
2020
Q4
$73.5K Buy
2,988
+12
+0.4% +$295 0.05% 94
2020
Q3
$56.5K Sell
2,976
-28
-0.9% -$532 0.04% 91
2020
Q2
$52.4K Buy
3,004
+848
+39% +$14.8K 0.04% 88
2020
Q1
$37.4K Buy
2,156
+1,135
+111% +$19.7K 0.05% 94
2019
Q4
$21K Sell
1,021
-1,834
-64% -$37.7K 0.02% 155
2019
Q3
$54K Buy
2,855
+2
+0.1% +$38 0.05% 75
2019
Q2
$59.3K Buy
2,853
+3
+0.1% +$62 0.05% 68
2019
Q1
$55.4K Buy
+2,850
New +$55.4K 0.06% 71